BTWM

Baker Tilly Wealth Management Portfolio holdings

AUM $443M
1-Year Est. Return 24.6%
This Quarter Est. Return
1 Year Est. Return
+24.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$889M
AUM Growth
+$78.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$7.19M
3
+$2.22M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.02M
5
TSLA icon
Tesla
TSLA
+$1.73M

Top Sells

1
+$5.8M
2
+$4.34M
3
+$3.61M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.98M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$2.67M

Sector Composition

1 Technology 24.16%
2 Financials 10.03%
3 Healthcare 9.12%
4 Consumer Discretionary 7.77%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$338K 0.04%
+19,289
427
$337K 0.04%
22,847
-960
428
$335K 0.04%
2,807
+265
429
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+41
430
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2,518
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431
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4,212
-1,531
432
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1,582
433
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434
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435
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436
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437
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4,130
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438
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439
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2,856
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440
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441
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12,530
445
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446
$309K 0.03%
37,897
-2,639
447
$301K 0.03%
+1,575
448
$301K 0.03%
3,015
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449
$299K 0.03%
2,838
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450
$297K 0.03%
5,934
+161
16 17
18
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